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Mascoma Wealth Management’s OraSure Technologies OSUR Stock Holding History

Mascoma Wealth Management’s Portfolio OSUR Stock Details OSUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,000
Closed -$51K – 400
2018
Q1 		$51K Hold
3,000
– – 0.03% 149
2017
Q4 		$65K Buy
3,000
+1,000
+50% +$18.1K 0.04% 132
2017
Q3 		$45K Hold
2,000
– – 0.03% 155
2017
Q2 		$35K Buy
+2,000
New +$28.8K 0.02% 185

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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Mascoma Wealth Management's OSUR Position: Q2 2018 in Review

Mascoma Wealth Management sold out of OraSure Technologies (OSUR) in Q2 2018, closing a stake of 3,000 shares — an estimated $51K sold.

Mascoma Wealth Management first reported a position in OSUR in Q2 2017 and held it in 4 quarters. The position peaked at $65K in Q4 2017. 187 funds tracked by Wall St. Rank hold OSUR as of Q2 2018.

  • Mascoma Wealth Management reported no remaining OraSure Technologies position as of Q2 2018 after selling out during the quarter.
  • Mascoma Wealth Management sold 3,000 OraSure Technologies shares in Q2 2018, an estimated $51K.
  • Mascoma Wealth Management first reported a position in OraSure Technologies in Q2 2017 and held it in 4 quarters.
  • Mascoma Wealth Management's OraSure Technologies position peaked at $65K in Q4 2017.
  • 187 funds tracked by Wall St. Rank held OraSure Technologies as of Q2 2018.

Based on Mascoma Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.